# DIVERSIFIED PORTFOLIOS INC

DIVERSIFIED PORTFOLIOS INC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 108942
- Type: SEC-registered investment adviser
- SEC file number: 801-56371
- Location: 39520 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, 48304
- Phone: 248-644-3030
- Latest filing: 2026-03-26
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Clients: 19
- Accounts: 2,514

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Carpenter Post | SECRETARY | — |
| Katharine Post Wagner | PRESIDENT; SHAREHOLDER | — |
| James Bradley Cox | CCO/COO/SHAREHOLDER | — |
| Ronald Mark Yolles | TRUSTEE | — |
| Daniel Ross Goldberg | TRUSTEE | — |
| POST THOMAS CARPENTER | SECRETARY | — |
| TOAL ROBERT EDWARD | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| YOLLES RONALD MARK | SHAREHOLDER; TREASURER | — |
| WAGNER KATHARINE POST | PRESIDENT; SHAREHOLDER | — |
| Adams Carla Taylor | SHAREHOLDER | — |
| Cox James Bradley | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108942/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108942/similar
- Related entities: https://search.stillhousedata.com/firm/108942/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108942

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.